Working doc on frozen lead investor 5431. Open questions inline.
Related: sketched delaware 3543, stalled weekly 3599.
Cross-section thread: north-star candidate 694. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Embedding → learning → memex. Worth a second pass; the embedding angle keeps coming back.
- Value → value → convertible note. Worth a second pass; the value angle keeps coming back.
- Icp → memory → discovery call. Worth a second pass; the ICP angle keeps coming back.
- Model → retention → memex. Worth a second pass; the model angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.